Sell-Side Health Check & Readiness

Accelerate the time to value

The sale of a company is a complex, time intensive process that stretches all parts of the organization, especially the finance and accounting team. We help simplify the process for management by leveraging a proprietary framework that ensures the business is presented in the best possible light, withstands the rigor of diligence, and drives a more efficient exit.

Create future financial value today. Here’s how.

Perform a health check 12-18 months before going to market to identify risk areas that may affect the process

It is critical that management sees the company from a buyer’s perspective and prioritizes the right strategic initiatives to ensure a smooth, competitive sell-side process. Using our proprietary framework, we perform a two-to-three-week assessment to identify the issues most likely to affect the exit process. We also conduct focused discovery sessions with management to assess people, process, data, and technology from a go-to-market lens.

Create a tactical roadmap to mitigate issues that can delay or jeopardize the sale process

Define time-bound and actionable steps to address key challenges with respect to people, processes, data, and technology. We support management in executing the roadmap by:

  • Integrating recently acquired companies from a finance and technology standpoint
  • Implementing month-end close acceleration initiatives
  • Enabling timely and high-quality financial reporting through technology enhancements
Manage the deal process effectively

Acting as an extension of the management and deal team, our dedicated team of deal professionals support the deal process by:

  • Liaising with bankers and buyers
  • Preparing information to populate the dataroom and responding to data requests
  • Supporting management during diligence calls
  • Driving the overall process forward, and managing timelines and deliverables
Ensure there is end-to-end finance and accounting support to prepare for a successful exit

Our seasoned professionals support the finance and accounting function, including FP&A and the controllership, by:

  • Compiling key datasets and analyses which will be required by bankers and buyers
  • Crafting a narrative to help buyers interpret the data and control the messaging around unfavorable business trends
  • Accumulating underlying detail to support EBITDA adjustments, such as savings realized from synergies
  • Identifying quick wins to accelerate the month-end close process and improve the consistency and quality of data in monthly reporting
  • Pressure testing accounting practices in anticipation of buy-side financial due diligence

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Full-Lifecycle M&A

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IPO Readiness

Go public with confidence, agility, and due diligence.

Divestitures & Carve-outs

Maximize shareholder value throughout the transaction lifecycle.

How do you create present and future value for your business?

Unlock core business value from a suite of integrated solutions expertly designed for organizations like yours.

Accounting & Risk

Anticipate and respond to complex reporting and regulatory requirements.

Technology-Enabled Transformation

Accelerate enterprise performance through people-led digital transformations.


Manage transaction lifecycles for maximum deal value and minimum risk.

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